Quickbooks Online Basic-Quickbooks Online Basic

Quickbooks Online Basic - Quick Reference Guide

Pdf Summary

This QuickBooks Online Basic Quick Reference Guide outlines essential navigation, setup, sales, banking, transactions, and reporting tasks, plus common keyboard shortcuts. It explains how to log in/out, set up a new company, and adjust account settings through the Gear icon. Users can view the Chart of Accounts, run a Chart of Accounts report, and create new accounts by choosing an account type/detail type and saving. The guide also covers managing products and services (creating service and non-inventory items, editing items, making items inactive, and running item reports).<br /><br />For sales activities, it shows how to access and manage customers (view, create, edit, and review customer details). It provides step-by-step instructions for creating invoices and sales receipts from the New button, printing or emailing invoices, receiving customer payments, and issuing customer refunds via refund receipts.<br /><br />Banking procedures include writing checks, recording expenses, making deposits (using Undeposited Funds and matching deposit totals), setting up online banking connections, creating bank rules to categorize transactions, recording transfers, and reconciling accounts by matching statement transactions until the difference is 0.00.<br /><br />Transaction tools covered include searching (basic and advanced), viewing account registers, running register reports, viewing/editing/filtering register entries, attaching files to transactions, manually adding transactions from a register, and deleting or voiding transactions.<br /><br />Finally, the guide summarizes basic reporting: running reports from the Reports area, sharing reports by email/print/export, favoriting reports, and generating key financial statements such as Profit and Loss, Balance Sheet, and Accounts Receivable Aging Summary. It also lists shortcuts for opening common forms, navigation pages, saving actions, and date selections.

Keywords

QuickBooks Online

QuickBooks Online Basic

navigation and setup

Chart of Accounts

products and services

invoicing and sales receipts

customer payments and refunds

banking and reconciliation

transaction search and registers

financial reporting